+262.2%
UMC vs PTEN
-3.7%
+265.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.4% |
| 7D | +9.0% | +3.5% | +5.5% | +8.6% |
| 30D | +17.2% | +17.5% | -0.3% | +15.1% |
| 3M | +11.4% | +12.7% | -1.3% | +9.5% |
| 6M | +137.5% | +33.1% | +104.4% | +126.4% |
| YTD | +193.1% | +116.4% | +76.7% | +159.2% |
| 1Y | +240.3% | +141.2% | +99.1% | +194.0% |
| 3Y | +262.2% | -3.8% | +266.0% | +243.6% |
| All | +262.2% | -3.7% | +265.9% | +243.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling